YWP
BLD

YorkBridge Wealth Partners’s TopBuild BLD Stock Holding History

YorkBridge Wealth Partners’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-284
Closed -$22K – 758
2018
Q2 		$22K Sell
284
-18
-6% -$1.45K 0.01% 514
2018
Q1 		$23K Buy
302
+44
+17% +$3.33K 0.01% 484
2017
Q4 		$18K Sell
258
-70
-21% -$4.64K 0.01% 542
2017
Q3 		$21K Buy
328
+6
+2% +$339 0.01% 506
2017
Q2 		$17K Buy
+322
New +$16.5K 0.01% 547

Other funds holding BLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

YorkBridge Wealth Partners's BLD Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of TopBuild (BLD) in Q3 2018, closing a stake of 284 shares — an estimated $22K sold.

YorkBridge Wealth Partners first reported a position in BLD in Q2 2017 and held it in 5 quarters. The position peaked at $23K in Q1 2018. 251 funds tracked by Wall St. Rank hold BLD as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining TopBuild position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 284 TopBuild shares in Q3 2018, an estimated $22K.
  • YorkBridge Wealth Partners first reported a position in TopBuild in Q2 2017 and held it in 5 quarters.
  • YorkBridge Wealth Partners's TopBuild position peaked at $23K in Q1 2018.
  • 251 funds tracked by Wall St. Rank held TopBuild as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.